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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,116 | $94,529-45.9% | $140,019-63.5% | $64,173-20.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -0.97% | 7.77%-8.7pp | 651.17%-652.1pp | 7.63%-8.6pp |
| Employer contribution / active EE | $5,613 | $3,812+47.2% | $5,605+0.1% | $2,381+135.8% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $7,129 | $6,741+5.8% | $10,705-33.4% | $4,887+45.9% |